Welcome to the Job Posting Area of the Financial Planning Association of Northern New England. This area of the website has been created to alert our members of positions within the financial services area which may be of interest. Our general policy for posting positions is that the positions be either from member firms or from other non-member financial service providers with a relevant connection to our industry. FPANNE reserves the right to remove a job posting or refuse to post a position at any time. Please note that contact regarding any of the positions shown below should be made directly with the hiring official indicated and not with FPANNE. Thank you.
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Senior Wealth Advisor (posted December 6, 2018)
Newfound Associates is a New England based executive search firm that specializes in Wealth Management recruitment. We are presently conducting a Senior Wealth Advisor search for a well-established ($500MM AUM) New Hampshire based investment subsidiary of a bank holding company. The investment firm offers both fee-based and commission-based money management and financial planning services with a comprehensive investment platform to align with a broad range of client needs.
Our Client is actively seeking a Lead Wealth Advisor to manage an existing book of $60MM AUM with 35 key relationships focused on HNW individuals, Municipalities and Not-for-Profit Endowments. In addition, the desired candidate will have a client following with minimum revenues of $200k. The Senior Wealth Advisor will have initial supervisory responsibility for an Associate Advisor with increasing management responsibilities and potential executive succession opportunity over time.
The ideal candidate will have 15+ years in the business, the appropriate investment licenses and preferably the CFP designation. The company offers a very comprehensive compensation plan including a base salary plus a competitive bonus/commission schedule, a pension and a full scope benefit plan.
We are being very selective with this important hire and are looking for an experienced individual with a proven track record of success and the capacity to lead a strong and growing organization!
Please contact us at firstname.lastname@example.org if you or anyone in your network is interested in learning more about this excellent opportunity.